See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,466 | $64,324-32.4% | $118,925-63.5% | $79,858-45.6% |
| Participation rate | 39.0% | 64.9%-25.8pp | 75.4%-36.4pp | 69.6%-30.6pp |
| Annual return | 25.20% | 86.45%-61.2pp | 35.88%-10.7pp | 31.71%-6.5pp |
| Employer contribution / active EE | $1,488 | $1,836-18.9% | $3,263-54.4% | $2,471-39.8% |
| Participant deferral / active EE | $3,923 | $2,824+39.0% | $4,265-8.0% | $3,740+4.9% |
| Admin fee / account holder | $1,138 | $4,040-71.8% | $6,581-82.7% | $5,306-78.5% |